Latest Institutional Transactions on Ishares Tr Ibonds Dec 2026 Ter (IBDR)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2026 Ter (IBDR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-2.11K- 10.07% |
N/A
|
18.9K
$448K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
132+ 11.05% |
N/A
|
1.33K
$31.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.7KNew |
N/A
|
6.7K
$159K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
11.8KNew |
N/A
|
11.8K
$279K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
28K+ 90.32% |
N/A
|
59K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
18+ 0.08% |
N/A
|
21.3K
$505K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
2.01KNew |
N/A
|
2.01K
$47.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
31.1KNew |
N/A
|
31.1K
$739K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
3.35K+ 23.28% |
N/A
|
17.7K
$421K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-7.67K- 35.04% |
N/A
|
14.2K
$338K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
10.7K+ 1.62% |
N/A
|
672K
$16M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
11.5K+ 2.67% |
$273K - $273K
|
442K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.7KNew |
$277K - $277K
|
11.7K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.2K- 49.73% |
$289K - $289K
|
12.3K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.5K+ 8.14% |
$35.6K - $35.6K
|
19.9K
$473K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.92KNew |
$212K - $212K
|
8.92K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-2.36K- 18.59% |
$56.1K - $56.1K
|
10.3K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.92KNew |
$212K - $212K
|
8.92K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-942- 7.6% |
$22.4K - $22.4K
|
11.5K
$272K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-700- 25.93% |
$16.6K - $16.6K
|
2K
$47.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
665New |
$15.8K - $15.8K
|
665
$15.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.6K+ 6.13% |
$157K - $157K
|
114K
$2.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
534+ 5.09% |
$12.7K - $12.7K
|
11K
$262K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
291New |
$6.91K - $6.91K
|
291
$6.91K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.03K- 28.51% |
$24.5K - $24.5K
|
2.58K
$61.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.44KNew |
$34.2K - $34.2K
|
1.44K
$34.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-8.2K- 17.65% |
$195K - $195K
|
38.2K
$908K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
71.8K+ 5.68% |
$1.7M - $1.7M
|
1.34M
$31.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-70.6K- 11.17% |
$1.68M - $1.68M
|
562K
$13.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-4.25K- 65.94% |
$101K - $101K
|
2.2K
$52.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-259- 6.13% |
$6.15K - $6.15K
|
3.97K
$94.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.17KNew |
$218K - $218K
|
9.17K
$218K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.22K+ 5.12% |
$28.9K - $28.9K
|
25K
$593K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.23K+ 0.96% |
$53.1K - $53.1K
|
236K
$5.6M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
17.6KNew |
$417K - $417K
|
17.6K
$417K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-54.3K- 22.87% |
$1.29M - $1.29M
|
183K
$4.35M
|
|
| Q2 2024 | |||||||
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-45K- 65.07% |
$1.07M - $1.07M
|
24.2K
$574K
|
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-713K- 98.41% |
$16.9M - $17M
|
11.5K
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
68+ 1.03% |
$1.61K - $1.62K
|
6.65K
$158K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.36KNew |
$55.9K - $56.3K
|
2.36K
$56.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14.2KNew |
$337K - $339K
|
14.2K
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.8KNew |
$302K - $304K
|
12.8K
$304K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.19K- 89.09% |
$28.2K - $28.4K
|
146
$3.47K
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.54K+ 100.0% |
$202K - $203K
|
17.1K
$406K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
250K+ 31.62% |
$5.91M - $5.95M
|
1.04M
$24.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
22.3KNew |
$528K - $531K
|
22.3K
$530K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.34KNew |
$103K - $103K
|
4.34K
$103K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.7K- 21.59% |
$87.5K - $88.1K
|
13.4K
$319K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1KNew |
$23.7K - $23.8K
|
1K
$23.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-3.56K- 5.42% |
$84.2K - $84.8K
|
62.2K
$1.48M
|
|